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Dashboard, audit log, charts, exports
Matthew LeDoux
By Matthew LeDoux
5 articles

1. Dashboard overview

The Dashboard is BEHCA's main reporting view — the place to see patterns at a glance instead of scrolling through entry-by-entry records. What you'll see The dashboard shows different things to different people: - Staff and Guests see the dashboard for the profile they're currently viewing. - Managers and Billing users can see a per-profile dashboard or a whole-organization view that aggregates across profiles and groups. In both views, the layout is similar. Where to find the dashboard On the web 1. Sign in at app.behca.com (US) or au.behca.com (Australia). 2. Pick the right profile (or use the manager-wide dashboard). 3. Open Dashboard from the main menu. On mobile Tap the Analyze tab at the bottom (called Analyze in the US version). What's on the dashboard KPI summary cards The top of the dashboard shows summary cards — one per category: - Behavior — count of entries, broken down by category. - Interventions — interventions used, with frequency. - Health — number of seizures, sleep average, weight, etc. - Environment — environmental factors, schedule changes. Each card shows: - Current count for the selected date range. - Trend arrow (↑ ↓ →) compared to the previous equivalent period. - The percent change. Charts Below the KPI cards, bar charts show frequency over time — by day, by week, by category. - Behavior by category — which behavior types are most frequent? - Trend line — is behavior increasing or decreasing? - Health metrics — sleep, weight, BP over time. - Color-coded — each profile or category gets its own color. Recent activity lists Underneath, scrolling lists show recent entries for each category, newest first. Click any entry to see details or jump to the day's record. Audit log link A button or tab links to the full audit log — every entry, every comment, every change, with full filtering. See Reading the audit log. Manager-only views Managers and Billing users get extra tabs on the dashboard: - User Activity — staff leaderboard showing how many entries each Staff member has logged in the period. - Incident Reports — list of IRs with filters. - MAR — medication compliance overview. - EVV — visits and hours worked across the team. - Self-Reporting — entries logged by self-reporters. - Documents Archive — Required Documents and signatures across all profiles. - Group / profile filter at the top to scope the data. Date range and filters Almost every dashboard view supports: - Date range — Today, This Week, This Month, Custom (pick start and end). - Filter by category — toggle Behavior, Health, Environment, Interventions on/off. - Search — type a keyword to filter the visible data. - Group / profile filter (Manager only) — scope to a single Group or all profiles. See Charts and date ranges. Trends to watch The dashboard pays off when you look at it regularly: - Spikes — sudden increases in challenging behavior, missed sleep, BP changes. - Drops — fewer interventions used, less behavior, better sleep. - Patterns — a behavior that always shows up on Wednesdays. A health change every full moon. Whatever you spot. - Correlations — environment changes lining up with health or behavior shifts. Exporting Most dashboard views have an Export PDF or Export to Spreadsheet button. See Exporting PDF reports and CSV exports. Common questions - The dashboard looks empty. — Either the profile has no data in this range, or you're on the wrong profile. Check the profile switcher and date range. - The numbers don't match what I expect. — Check the date range and category filters. Often a too-narrow filter is hiding data. - Why don't I see the User Activity tab? — That tab is Manager-only. - Can I customize the dashboard? — Not currently. The layout is the same for everyone, with role-based tab visibility.

Last updated on May 01, 2026

2. Reading the audit log

The audit log is BEHCA's "everything that happened" feed. While the dashboard summarizes and charts, the audit log shows the raw chronological record — every behavior, every health entry, every comment, every IR submission, every MAR dose. When to use the audit log - Investigating a specific incident — what happened in the lead-up? - Compliance and reporting — show a regulator the full picture. - Catching up on a profile after time away. - Tracking down who logged what when there's a discrepancy. - Auditing your team's logging habits — Manager-only. Where to find it On the web 1. Open Dashboard for the profile (or the manager-wide dashboard). 2. Click the Audit Log tab (or button). On mobile The mobile Analyze tab includes an audit log view, although the web is more comfortable for scrolling and filtering. What you'll see Each row in the audit log is one event: - Date and time — when the event happened. - Profile — who it happened for. - Category — Behavior, Health, Environment, Intervention, Self-Reporting, Progress Note, Incident Report, Comment, MAR, EVV, etc. - Details — the substance of the event (e.g. "Aggression toward staff, 5 minutes"). - Logged by — who entered it. Events are sorted reverse-chronological by default — most recent at the top. Filtering Audit logs are noisy without filters. The most useful filters: - Category checkboxes — toggle individual categories on/off (Behavior, Health, IR, etc.). - Date range — narrow to a period of interest. - Search box — filter by keyword (matches description, notes, names). - Profile filter (Manager only) — scope to one profile or one Group. - Logged-by filter (Manager only) — scope to one Staff member's activity. Combine filters to drill in. "All Behavior entries in the last week, by Mariah, on Cottage 4 profiles" takes about 30 seconds to set up. What "categories" appear Depending on the profile and your role, categories include: - Behavior — physical behaviors. - Interventions — strategies used. - Environment — factors, changes, influences, screen time. - Health — wellness, sleep, vitals, food, seizures. - Self-Reporting — entries logged by the observable themselves. - Progress Notes — narrative notes added at the end of a shift or visit. - Incident Reports — IRs created, submitted, reviewed, amended. - Comments — all comments on entries. - MAR — medication administrations and changes. - EVV — visits started, ended, edited. - Documents — Required Document signatures. Understanding edits and deletions If an entry has been edited, the audit log shows both the original logging and the edit, each as a separate row. For deletions, the audit log keeps the deletion event even though the original entry no longer appears in the daily tracking page. This is the main reason for the audit log — a permanent record of everything that ever happened, even if individual entries change. Exporting Audit logs can be exported as: - Notes Audit Log PDF — a formatted document including all selected log entries. - CSV — for spreadsheet analysis. Apply your filters first, then export — the export uses your current filter set. Tips for using the audit log well - Filter before scrolling. Unfiltered audit logs are overwhelming. - Use date ranges aggressively. Most questions are about a specific period — last week, last month, the day of an incident. - Combine filters. The filter combinations let you answer specific questions quickly. - Watch for gaps. A day with no entries on a profile that's normally busy may be a logging gap to follow up on. - Use it to coach. Managers can see who's logging consistently and who isn't. Common questions - Why is the audit log so long? — You're probably looking at unfiltered, all-categories, all-time. Add filters. - Can I see who edited an entry? — Yes — the audit log shows the original log and the edit, both with the user's name. - Are private comments in the audit log? — Yes, but only visible to people who can see private comments (the author and Managers). - Can a Guest see the audit log? — Yes, for profiles they have access to. The guest sees everything that's been logged for that profile.

Last updated on May 01, 2026

3. Charts and date ranges

The dashboard's charts turn rows of data into visible patterns. Picking the right date range and chart settings makes the difference between "there's a lot going on" and "here's the specific trend I need to act on". Date ranges Most dashboard views and charts let you pick a date range: - Today — just today. - Yesterday — just yesterday. - This Week — Monday to today (or Sunday-to-Saturday depending on your region). - This Month — first to today. - Last 7 Days — rolling 7-day window. - Last 30 Days — rolling 30-day window. - Last 90 Days — rolling 90 days. - Custom — pick exact start and end dates. Pick the range that matches your question: - "How was today?" — Today. - "What changed this week?" — This Week or Last 7 Days. - "Are we trending in the right direction?" — Last 30 or 90 Days. - "Compare this quarter to last quarter" — Custom range. What charts are shown The exact charts depend on what's tracked, but typical ones include: - Behavior frequency by category — bar chart, x-axis is category, y-axis is count. - Behavior over time — bar chart, x-axis is date, y-axis is count, one bar per day. - Sleep duration over time — line chart, hours per day. - Weight over time — line chart. - Blood pressure over time — line chart with two lines (systolic, diastolic). - Health Challenges (seizures) frequency — bar or line chart. - Intervention frequency — bar chart by category. - Environment factor frequency — bar chart. Trend indicators Many summary cards show a trend arrow — ↑ ↓ →: - ↑ — more than the previous equivalent period. - ↓ — less than the previous period. - → — about the same. The "previous period" matches the current one in length. If you're looking at Last 30 Days, the comparison is the 30 days before that. Filtering charts You can scope charts by: - Category — show only Behavior, only Health, etc. Click checkboxes or pills. - Sub-category — within Behavior, show only "Challenging" or "Desirable". - Profile — show one or several profiles (Manager-only). - Group — limit to a Group's profiles (Manager-only). After filtering, the underlying data and the trend indicator both update. Reading the charts well - Scale matters. A bar chart that goes from 0 to 5 looks different from one going to 50. Note the y-axis numbers. - Outliers tell stories. A single spike usually has a specific cause — find that day's notes for context. - Trends matter more than individual days. One bad day isn't a trend. Three weeks of bad days is. - Correlate categories. Did sleep drop in the same week behavior spiked? Switch categories to compare. - Use the audit log to dig in. Click into a date with unusual data to see the entries themselves. Time zones in charts All chart dates are in the profile's timezone (or, in manager-wide views, each profile's own timezone). A "day" is the calendar day in that timezone. This means: - A behavior at 11pm Sydney time is on that Sydney day, not the UTC date. - Cross-timezone aggregations (multi-profile manager view) handle each profile's data in its own timezone. Refreshing data Charts refresh on: - Date range change. - Filter change. - Page refresh. - Some change to the underlying data (a new entry being logged). If you're expecting recently logged data and don't see it, refresh the page. Common questions - The chart shows zero on a day I know we logged stuff. — Check the date range and the category filters. Also confirm you're on the right profile. - Two charts show different numbers for the same metric. — Make sure they're using the same date range and filters. They may be showing different categories or sub-categories. - Can I save a chart configuration? — Not currently. Each session, you set the filters fresh. - Can I add my own chart? — Not currently. The chart set is defined by BEHCA.

Last updated on May 01, 2026

4. Exporting PDF reports

Most regulators, clinicians, and family members want documents they can read offline or print. BEHCA generates several PDF reports on demand. Available PDF reports | Report | What it contains | Where to export | | ------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------- | | Dashboard PDF | Summary cards, charts, and date-range overview | Dashboard tab | | Notes Audit Log PDF | Filtered audit log entries with full notes and comments | Audit Log tab | | MAR PDF | Medication administration log for a date range | MAR tab | | Incident Report PDF | Single IR with all details — see Exporting an IR | IR view | | Required Document Compliance PDF | Original document + appendix of all signatures | Required Documents — Manager only | Exporting a Dashboard PDF 1. Open the Dashboard. 2. Set the date range, profile, and filters you want included. 3. Click Export PDF (top of the page). 4. The PDF downloads. The PDF reflects exactly what's on the dashboard — so set your filters first. Exporting a Notes Audit Log PDF 1. Open the Audit Log tab. 2. Apply filters: date range, categories, search keyword, profile. 3. Click Export PDF. 4. The PDF includes every entry that matched your filters, with all notes and comments inline. This is the most-used export for clinicians, who like to see what happened across a period in narrative form. Exporting a MAR PDF 1. Open the MAR page (per profile or organization-wide). 2. Pick a date range. 3. Click Export PDF. 4. The PDF lists every scheduled and PRN dose in the range, with status (given/skipped/refused), time, and staff name. Useful for prescriber reviews, compliance audits, family handovers. Exporting an IR PDF See the dedicated article Exporting an incident report PDF. Exporting a Required Document Compliance PDF This is Manager-only: 1. Open the profile → Documents → Required Documents. 2. Click the document. 3. Click Download Compliance PDF. 4. The PDF includes the original Client Plan of Care plus an appendix of all signatures. See Required Documents — for managers. Tips for clean PDFs - Set filters first. PDFs reflect the current view, so apply your filters before exporting. - Choose appropriate date ranges. A 90-day audit log can run to 50+ pages. Most readers prefer focused ranges. - Check the data first. If anything looks wrong on screen, it'll look wrong in the PDF too. - Check the cover page. Most PDFs have a header showing profile name, date range, and generation date. - Test print first. Some long PDFs have layout quirks. Preview on screen before sending. What's not in PDFs - Videos — referenced as "Video attached" in IRs, but PDFs can't play video. - Interactive charts — flattened to static images. - Edits to the future — the PDF is a snapshot at export time. New entries added afterwards aren't included until you re-export. Sharing PDFs securely PDFs may contain sensitive data: - Email with caution. Use encrypted email if your organization provides it. - Print only when needed and store securely. - Cloud uploads (Dropbox, Google Drive) should be access-restricted. Common questions - Can I customize the PDF design? — Not currently. PDFs use BEHCA's standard layout. - Why is the PDF different from what's on screen? — Filters apply, but pagination and chart rendering can differ. The data is the same. - Is there a way to schedule weekly reports? — Not currently. Each export is on-demand. - Can a Guest export PDFs? — Yes — Guests can export anything they can see. Permissions follow viewability. - My PDF won't download. — Try a different browser. Some pop-up blockers interfere with downloads. Also make sure your filters return some data; an empty result may produce an empty PDF.

Last updated on May 01, 2026

5. CSV exports for spreadsheets

CSV (and XLS) exports are for moving BEHCA data into spreadsheets — pivot tables, custom calculations, payroll uploads, billing reconciliation. They're more flexible than PDFs but less readable for non-technical viewers. Available exports | Export | What it contains | Where | | --------------------------- | ------------------------------------------------- | ------------------------------- | | Dashboard KPIs to XLS | Summary KPI counts and trends by category | Dashboard tab | | Notes Audit Log to CSV | Audit log entries (one per row) with all metadata | Audit Log tab | | Team Activity to XLS | Staff leaderboard — entry counts by status | Manage Dashboard (Manager-only) | | MAR to XLS | Medication administration detail | MAR tab | | Incident Reports to XLS | IR summary — one row per IR with key fields | Incident Reports tab | | Hours Worked to CSV | EVV hours by staff, profile, and date | EVV / Account → Hours Worked | Exporting from the dashboard 1. Open the Dashboard. 2. Apply filters. 3. Look for Export or a context menu (•••) near the top. 4. Pick Export to XLS or Export to CSV. 5. The file downloads. Common uses Payroll Export EVV hours worked → import into your payroll system or use formulas to calculate pay periods. Billing reconciliation Export Incident Reports or MAR data → match against your billing system's records to confirm accuracy. Custom analysis Pull audit log into a spreadsheet → pivot tables by behavior type, time of day, day of week to find patterns BEHCA's standard charts don't show. Regulator submissions Some funders/regulators want spreadsheets in specific formats. Export from BEHCA → reshape in Excel → submit. Reading a BEHCA CSV CSV columns vary by export, but typically include: - Date / time (in the profile's timezone, usually ISO format). - Profile name and profile ID. - Logged-by (staff name). - Category and sub-category. - Details (description text). - Duration (where applicable). - Notes / comments (where applicable). Open in Excel or Google Sheets — column headers in the first row. Date and time formats CSV dates and times are usually: - Date format — ISO 8601 (YYYY-MM-DD) or your profile's preferred format. - Time format — 24-hour or 12-hour depending on your profile. - Timezone — usually the profile's timezone, sometimes UTC. Check the column header. If you're combining exports across profiles in different timezones, watch out — a "9pm" in one profile is a different absolute moment from "9pm" in another. Excel / Google Sheets tips - Don't double-click to open if it has long IDs. Excel sometimes converts long numbers to scientific notation. Open via File → Open or import as text. - Use UTF-8 encoding if you see strange characters. BEHCA CSVs are UTF-8. - Pivot tables are your friend. A pivot of audit log data by category × staff name × date finds patterns fast. Privacy reminder CSV exports often contain identifying data (names, dates, descriptions of incidents). Treat them like any other sensitive document — encrypted storage, secure email, careful with cloud sync. Limitations - No images, no videos. CSVs are text only. Photos in IRs are referenced by ID, not embedded. - No comments threading. Comments appear as their own rows with parent IDs you can join on. - No automatic formatting. Excel won't auto-format dates or apply your profile colors; everything is plain text. Common questions - Is there a JSON / API export? — Not for end users. Developers can use the BEHCA Mobile API; talk to support. - Can I schedule recurring exports? — Not currently — each export is on-demand. - Can a Guest export? — Generally yes for views they have access to. Confirm with your Manager about your specific configuration. - My export is empty. — Check your filters. An over-narrow filter can return zero rows. Also check that the date range covers actual data.

Last updated on May 01, 2026